As someone who has worked in the high-tech industry for many years (37 to be exact!) our owner and founder, Don Alexander, is well-versed in the decisions many high-tech professionals encounter throughout their careers. Financially, Don learned through personal experience, and he is now pairing that experience with his professional education to provide those in the high-tech industry with financial planning services tailored to their unique needs and goals.
When it comes to financial planning, you never want a one-size-fits-all approach, but rather a customized strategy that takes into account your history, priorities and vision for the future. With more wealth comes more opportunity, and we’re here to help make sure you take advantage of every possibility.
Our specialty working with high-tech industry employees includes clients who:
- Earn a high salary, but aren’t quite considered wealthy.
- Are wealthy and approaching their retirement.
- Have retired and accumulated great wealth.
We help you by...
Our knowledge so you avoid making the same mistakes.
You on key topics to ensure you make smart decisions.
New ways for you to save, spend and invest your money.
Are You a Young Professional Working Outside of the High-Tech Industry?
While our founder, Don, brings his professional background to the needs of those working in this industry, the truth is that everyone, at any age, can benefit from tailored financial strategies. No matter your job title - we’re here to help motivated individuals, couples or families build the foundation for a healthy financial future.
Schedule a Free Consultation Today